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Capital Investment Advisory Services’s BWX Technologies BWXT Stock Holding History

Capital Investment Advisory Services’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,930
Closed -$395K – 1305
2026
Q1 		$395K Sell
1,930
-160
-8% -$32.5K 0.03% 446
2025
Q4 		$361K Sell
2,090
-286
-12% -$53.6K 0.03% 451
2025
Q3 		$438K Sell
2,376
-938
-28% -$151K 0.03% 393
2025
Q2 		$477K Sell
3,314
-151
-4% -$17.6K 0.04% 356
2025
Q1 		$342K Buy
3,465
+50
+1% +$5.43K 0.03% 403
2024
Q4 		$380K Buy
+3,415
New +$417K 0.04% 344
2019
Q4 		– Sell
-104
Closed -$6K – 647
2019
Q3 		$6K Buy
104
+88
+550% +$4.91K ﹤0.01% 1086
2019
Q2 		$1K Hold
16
– – ﹤0.01% 1322
2019
Q1 		$1K Hold
16
– – ﹤0.01% 1144
2018
Q4 		$1K Buy
+16
New +$794 ﹤0.01% 1105

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Investment Advisory Services's BWXT Position: Q2 2026 in Review

Capital Investment Advisory Services sold out of BWX Technologies (BWXT) in Q2 2026, closing a stake of 1,930 shares — an estimated $395K sold.

Capital Investment Advisory Services first reported a position in BWXT in Q4 2018 and held it in 10 quarters. The position peaked at $477K in Q2 2025. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Capital Investment Advisory Services reported no remaining BWX Technologies position as of Q2 2026 after selling out during the quarter.
  • Capital Investment Advisory Services sold 1,930 BWX Technologies shares in Q2 2026, an estimated $395K.
  • Capital Investment Advisory Services first reported a position in BWX Technologies in Q4 2018 and held it in 10 quarters.
  • Capital Investment Advisory Services's BWX Technologies position peaked at $477K in Q2 2025.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.